Purchases and Sales Made in Q3 2024 in Ishares Inc (EPP)
This table provides information about the institutional ownership of Ishares Inc (EPP) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
361+ 74.43% |
$14.9K - $17.6K
|
846
$40.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
349+ 9.0% |
$14.4K - $17K
|
4.23K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
332+ 2.2% |
$13.7K - $16.2K
|
15.4K
$735K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
256+ 209.84% |
$10.6K - $12.5K
|
378
$18K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
225+ 300.0% |
$9.29K - $11K
|
300
$14.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
205+ 0.95% |
$8.47K - $10K
|
21.8K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
192+ 1.32% |
$7.93K - $9.38K
|
14.8K
$703K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
190+ 0.59% |
$7.85K - $9.28K
|
32.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
184+ 13.83% |
$7.6K - $8.99K
|
1.51K
$72.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
180+ 36.89% |
$7.43K - $8.79K
|
668
$31.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
172+ 182.98% |
$7.1K - $8.4K
|
266
$12.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$4.63K - $5.47K
|
112
$5.33K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
88New |
$3.63K - $4.3K
|
88
$4.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64New |
$2.64K - $3.13K
|
64
$3.05K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51+ 0.87% |
$2.11K - $2.49K
|
5.9K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
49+ 1.48% |
$2.02K - $2.39K
|
3.35K
$160K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-15- 0.32% |
$620 - $733
|
4.69K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16- 0.93% |
$661 - $781
|
1.7K
$80.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-20- 0.1% |
$826 - $977
|
20.8K
$989K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-26- 60.47% |
$1.07K - $1.27K
|
17
$809
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31- 0.02% |
$1.28K - $1.51K
|
150K
$7.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-69- 18.7% |
$2.85K - $3.37K
|
300
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-90- 32.14% |
$3.72K - $4.4K
|
190
$9.05K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-130- 4.09% |
$5.37K - $6.35K
|
3.05K
$145K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-132- 0.29% |
$5.45K - $6.45K
|
46.1K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 6.38% |
$8.26K - $9.77K
|
2.93K
$140K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-216- 57.6% |
$8.92K - $10.5K
|
159
$7.57K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-270- 1.93% |
$11.2K - $13.2K
|
13.7K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-319- 1.5% |
$13.2K - $15.6K
|
20.9K
$994K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-343Closed |
$14.2K - $16.8K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-440- 2.78% |
$18.2K - $21.5K
|
15.4K
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-571- 5.01% |
$23.6K - $27.9K
|
10.8K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-602- 3.61% |
$24.9K - $29.4K
|
16.1K
$766K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-678- 13.14% |
$28K - $33.1K
|
4.48K
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-684- 9.77% |
$28.2K - $33.4K
|
6.32K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-881- 2.05% |
$36.4K - $43K
|
42.2K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-921- 4.7% |
$38K - $45K
|
18.7K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-925- 7.5% |
$38.2K - $45.2K
|
11.4K
$543K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1K- 5.05% |
$41.3K - $48.8K
|
18.8K
$895K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.04K- 10.76% |
$42.8K - $50.6K
|
8.61K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Metlife Inc
New York, NY |
SELL
|
- |
-1.04K- 10.41% |
$43K - $50.8K
|
8.95K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.17K- 2.09% |
$48.1K - $56.9K
|
54.5K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.35K- 0.35% |
$55.6K - $65.7K
|
378K
$18M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.41K- 7.5% |
$58.4K - $69K
|
17.4K
$829K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 9.51% |
$73.9K - $87.4K
|
17K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.02K- 14.54% |
$83.3K - $98.6K
|
11.9K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.3K- 11.36% |
$94.9K - $112K
|
17.9K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.93K- 19.64% |
$121K - $143K
|
12K
$571K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.95K- 31.57% |
$163K - $193K
|
8.55K
$407K
|